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How to manage my automation?
How to manage my automation?

Learn how to manage your automation.

Updated over 4 months ago

Automation can be personalized to match your specific needs, helping you maximize its efficiency. You can easily adjust and edit your automation to ensure it runs smoothly and meets your goals.

Edit Automation

Click on the Edit icon in the top right corner of the automation report page.

You can edit the template or delay the time configuration. You can also add or remove one of the optional steps anytime.

Review your changes, then press Publish Changes.

Attention

The edit will affect new contacts who enter the automation and will not affect active contacts inside the flow.


Automation Status

The automation can have one of the following statuses:

  • Drafted

    The automation can have this status on the first creation. While the automation is in Draft status, you can Delete it or set it to Live.

  • Pending

    If you have any WhatsApp templates selected with a pending status, the automation will stay pending until the templates are approved. Once your selected templates are approved, the system will activate the automation and make it live. Additionally, you will receive an email notification.

  • Live

    When the automation is live, any contacts who meet the Trigger conditions will start it. While the automation is live, you can Pause or Deactivate it anytime.

🔴 Warning

Pausing the automation will keep active contacts at their current step. They will exit the automation only if it is paused when their scheduled sending time arrives. Deactivating the automation will mark all active contacts as exited.

  • Paused

    While the automation is paused, you can Resume or Deactivate it anytime.

  • Deactivated

    When the automation is deactivated, you can only Resume the automation once again. Deactivated automations will be moved to the "inactive" tab

What should I do if the system pauses the automation?

The system pauses the automation if there is an issue that interrupts the automation.

The automation can be paused because of one of the following reasons:

  1. One of the template messages used has an invalid status.

  2. One of the template messages used status changed to rejected.

  3. One of the template messages used has been deleted.

  4. Your e-commerce app has been uninstalled.

  5. Your e-commerce app access token became invalid.

  6. The business has outstanding usage invoices.

  7. Your WhatsApp number has an issue.

  8. Your WhatsApp has a payment issue.

⚡ Attention

The automation will automatically activated when the error has been resolved.

To learn how to solve the automation issue, mouse over the warning chip to find further information. However, you can set your automation to live once again.

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